18.0
Relate Fundraising CRM helps founders organize investor relationships and fundraising activity.
Free planAndroidiOSWeb
Alternatives to Clienteer
Clienteer is designed for asset managers that need investor communications and account activity in the same CRM. It combines fundraising stages and forecasts with targeted campaigns, roadshows, event management, investor reporting packages, and workflows for subscriptions, redemptions, capital calls, and transfers. Email integrations, compliance records, audit reports, and role-based permissions support related investor operations. It offers desktop, web, and mobile access,…
27.7
Affinity is an AI-first CRM for private capital firms, with tools for sourcing and managing deals, supporting portfolios, investor relations, and fundraising.
AndroidiOSWeb
37.3
Dynamo CRM & Deal Management is cloud software for investment teams working in private capital markets.
AndroidiOSWeb
- 4
CAPLINK CRM
CAPLINK CRM is a web-based investor relationship and fundraising pipeline tool for startup founders.
Free planWeb6.7From €999 a year - 5
SmartRoom
SmartRoom is a cloud-based virtual data room for secure file sharing and collaboration, including M&A due diligence.
AndroidiOSWeb6.7From $10,000 a year - 6
Zapflow
Zapflow brings deal, fundraising, portfolio, investor reporting, and compliance workflows into one platform for alternative investment teams.
AndroidiOSWebAPI6.7From €199 a month - 7
Juniper Square
Juniper Square combines software, data, and fund administration services to help private markets firms manage fund operations and investor relationships.
AndroidiOSWebAPI6.6 - 8
Nautis Fundraising CRM
Nautis Fundraising CRM gives founders a web-based way to manage investors through a fundraising round, from first contact to committed capital.
Free planWeb6.6From $49 a month - 9
Visible
Visible is a private-markets platform for founders and investors, covering fundraising, reporting, and stakeholder workflows.
Free planWebAPI6.6From $59 a month - 10
Altvia
Altvia is a GP Engagement Platform for private equity, venture capital, and alternative asset management firms.
AndroidiOSWeb6.5 - 11
Finta
Finta is a relationship-work platform that brings inbox, calendar, CRM, documents, and network context into one workspace.
iOSWebAPIExtension6.5From $200 a month - 12
SatuitCRM
SatuitCRM is relationship-management software for institutional asset managers, private equity firms, wealth managers, hedge funds and alternative investment businesses.
AndroidiOSWebAPI6.5From $150 a month - 13
orydio
orydio is a proprietary platform for Swiss and European investment firms, venture capital firms, and family offices.
iOSWebAPI6.3From 79 CHF a month - 14
Pipeline
Pipeline is a paid web-based deal flow management tool for lean, fast-moving venture capital teams.
Web6.2From $40 a month - 15
Edda
Edda is an investment workflow platform for venture capital, private equity, and corporate venture capital firms.
AndroidiOSWeb6.1 - 16
OpenVC CRM
OpenVC CRM is a web-based fundraising pipeline for startup founders managing investor interactions.
Free planWeb6.1Free plan - 17
4Degrees
4Degrees is an AI-powered CRM for private-market deals and relationship intelligence.
AndroidiOSWebAPI6.0 - 18
DealCloud
DealCloud is a cloud-based, AI-powered deal and relationship intelligence platform for professional firms.
AndroidiOSWebExtension6.0 - 19
Dealtable
Dealtable is a web-based investment platform for venture capital funds, with tools for sourcing, evaluating, and managing deals.
Free planWeb6.0Free plan - 20
Fundingstack
Fundingstack is a web platform for deal management and capital raising by VCs, investment bankers, funding advisors, and other deal makers.
Web6.0From $250 a month - 21
ListAlpha
ListAlpha is a CRM platform for private equity teams managing investment activity, contacts, deal flow, and fundraising.
WebAPI5.9From $135 a month - 22
FamilyOffice.com Deal Pipeline CRM
FamilyOffice.com Deal Pipeline CRM is a web-based pipeline for family-office investment teams tracking private-market opportunities from first…
Web5.6 - 235.6
- 244.7